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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,079 | $209,336+37.1% | $197,124+45.6% | $137,256+109.2% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 14.71% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $13,110 | $6,591+98.9% | $6,227+110.5% | $4,156+215.5% |
| Participant deferral / active EE | $15,738 | $9,614+63.7% | $9,135+72.3% | $6,407+145.6% |
| Admin fee / account holder | $51,481 | $17,308+197.4% | $16,298+215.9% | $12,270+319.6% |